logo
logo

Facet Wealth announced it raised $28.2 Million in an initial filing from an offering of $33.1 Million

Jul 26, 2024about 1 year ago

Amount Raised

$28.2 Million

BaltimoreFinance

Company Information

Company

Facet

Location

Baltimore, Maryland, United States

About

Facet is a national SEC-Registered Investment Advisor (RIA), founded in 2016 on the belief that unbiased, personalized financial advice is essential to living well. Its mission is to empower people to live more enriched lives by delivering a new standard of advice—one that addresses every way money impacts their life. Its tech-driven approach is customized to each client’s needs, pairing individuals with their own CERTIFIED FINANCIAL PLANNER™ professional, a fiduciary who meets with them 1:1 to integrate tailored financial advice into their entire life — all without asset minimums and at an affordable flat membership fee.

Related People

Funding Insights

Based on industry data
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech